Business & Functional Analysis
Collaborate with stakeholders across Investment, Credit, Risk, and Operations teams to understand business needs.
Translate high-level problem statements into clear business requirements and detailed functional specifications.
Create BRDs, FRDs, user stories, process flows, and data mapping documents.
Facilitate workshops, stakeholder interviews, and requirement-gathering sessions.
Support UAT planning and execution.
Private Equity & Credit Market Analysis
Analyze deal pipelines, portfolio performance, IRR, MOIC, cash flows, NAV calculations, and credit exposure.
Understand credit products including leveraged loans, private debt, structured credit, CLOs, and distressed assets.
Monitor trends in private equity fundraising, capital deployment, credit spreads, default rates, and regulatory shifts.
Provide competitive landscape analysis across asset managers and alternative investment firms.
Market Research & Competitive Intelligence
Conduct structured market research on industry trends, macroeconomic factors, and emerging asset classes.
Perform competitor benchmarking across fund performance, strategies, AUM growth, and geographic expansion.
Prepare executive-ready reports and dashboards summarizing insights and strategic recommendations.
Data Analysis & Reporting
Write complex SQL queries to extract, transform, and analyze large datasets.
Ensure data integrity, reconciliation, and validation across multiple sources.
Deliver recurring and ad-hoc analytical reports to senior leadership.
Required Qualifications
Bachelor’s degree in Finance, Economics, Business, Data Analytics, or related field.
4–8 years of experience as a Business Analyst in financial services, asset management, or alternative investments.
Strong understanding of:
Private equity fund structures and lifecycle
Credit markets and debt instruments
Investment performance metrics (IRR, MOIC, DPI, TVPI, etc.)
Proven ability to convert ambiguous problem statements into structured specifications.
Advanced SQL skills (joins, subqueries, aggregations, performance optimization).
Experience with reporting and visualization tools.
Strong analytical and quantitative skills.
Excellent written and verbal communication skills.
Preferred Qualifications
Experience working with portfolio management systems or investment platforms.
Exposure to risk analytics and regulatory reporting.
Knowledge of financial modeling and valuation techniques.
CFA, CAIA, or MBA (preferred but not mandatory).
Key Competencies
Analytical Thinking
Problem Structuring & Specification Writing
Market & Competitive Intelligence
Stakeholder Management
Data-Driven Decision Making
Attention to Detail
Strategic Insight